See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $58,372 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,525 |
Service code 31 35 E WACKER DR STE 2400 · CHICAGO, IL 606012310 | Named fiduciary | $5,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,107 | $61,156-5.0% | $185,823-68.7% | $79,386-26.8% |
| Participation rate | 99.5% | 66.6%+32.9pp | 81.7%+17.8pp | 70.7%+28.8pp |
| Annual return | 16.32% | 19.45%-3.1pp | 122.05%-105.7pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,930 | $2,321-16.8% | $5,167-62.7% | $2,427-20.5% |
| Participant deferral / active EE | $2,470 | $2,789-11.4% | $5,568-55.6% | $4,046-38.9% |
| Admin fee / account holder | $290 | $710-59.1% | $16,237-98.2% | $626-53.7% |